Payer Mapping Tool

Map placement file plans to portal plan names

How It Works

  1. Use the PHI Stripper Tool to prepare your placement file (removes all PHI, keeps only State & Payer)
  2. Enter your client name below to save/resume your progress
  3. Upload the stripped placement summary file
  4. Map each plan to its corresponding Availity payer or portal
  5. Save Mapping Progress — export your work as Excel to pick up where you left off
  6. Export for UiPath — generate the JSON file for automation import

📄 Download User Guide (PDF)

Client Setup

Enter your client name and passphrase to connect to cloud storage. Mappings sync automatically across all browsers.

Step 1: Upload Files

Placement Summary File *

⚠ Do NOT upload raw placement files containing PHI.

Use the PHI Stripper Tool to prepare your file first.

Upload your placement summary file (.xlsx or .csv)

Required columns: State, Payer (or Payer1). Optional: Volume.

Previous Mapping (Optional)

Upload saved mapping (.xlsx/.csv/.json) or UiPath output (.json)

Required columns: State, Plan Name. Optional: Payer ID, Payer Name.

Mappings saved